Todd
Kluener

Bb&T Securities, LLC

CRD#6220869
Investment Advisor
in Charlotte, NC
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About this Advisor

Todd Kluener is an investment advisor who works in Charlotte, North Carolina. Currently a registered advisor at Bb&T Securities, LLC, Kluener has 14 years of professional experience as a registered investment advisor. Kluener has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Kluener can advise clients in Florida. Their career trajectory has included roles at Bb&T Bank, Bb&T Investment Services, Inc and Bb&T Securities, LLC. Bb&T Securities, LLC is headquartered in Charlotte, North Carolina, and operates out of 1,470 locations in the nation. As a company, Bb&T Securities, LLC manages $19 billion in assets throughout 44,665 accounts and employs more than 1,823 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 36,169 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 8% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Bb&T Securities, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

200 S College St 11Th Fl
Charlotte, NC 28202

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Bb&T Securities, LLC Brokerage Details

Total Assets Under Management

$20,257,150,583

NC Average: $1,835,309,194
Total Number of Employees

1,840

NC Average: 32
Total Number of Accounts

56,514

NC Average: 1,458
Average Account Size

$358,445

NC Average: $1,258,785

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Todd Kluener Work History

Todd has 14 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2013 - Present (6 years)

Bb&T Bank

2013 - Present (6 years)

Bb&T Investment Services, Inc

2004 - 2013 (9 years)

Bb&T Bank

Disclosures

Todd Kluener has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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